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Protecting Your Gifts with Crummey Trusts
Trust/Estate Planning

Protecting Your Gifts with Crummey Trusts

April 5, 2023May 24, 2023

Are you concerned about giving significant amounts of cash to your children or grandchildren and not knowing how they will use it? A Crummey trust…

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Is a Dynasty Trust right for you?
Tax | Trust/Estate Planning

Is a Dynasty Trust right for you?

June 15, 2022March 8, 2023

With the Biden administration discussing changes to the tax code, it makes sense to consider creating a family legacy, like a dynasty trust, for your…

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Avoid the Pitfalls of Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Avoid the Pitfalls of Multi-Generational Wealth Transfer

May 12, 2022March 8, 2023

Passing on wealth to the next generation—also called wealth transfer—is a challenge faced by many families. 70% of Multi-Generational Wealth Transfers Fail According to research,…

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